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Burford Brothers’s S&P Global SPGI Stock Holding History

Burford Brothers’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-749
Closed -$319K – 186
2026
Q1 		$319K Sell
749
-45
-6% -$20.9K 0.13% 131
2025
Q4 		$415K Sell
794
-1
-0.1% -$495 0.17% 113
2025
Q3 		$387K Hold
795
– – 0.17% 116
2025
Q2 		$419K Buy
795
+1
+0.1% +$499 0.19% 111
2025
Q1 		$403K Buy
794
+22
+3% +$11.2K 0.2% 110
2024
Q4 		$385K Hold
772
– – 0.19% 111
2024
Q3 		$399K Hold
772
– – 0.21% 106
2024
Q2 		$344K Hold
772
– – 0.2% 110
2024
Q1 		$328K Buy
772
+23
+3% +$9.97K 0.22% 117
2023
Q4 		$330K Buy
+749
New +$296K 0.23% 108

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Burford Brothers's SPGI Position: Q2 2026 in Review

Burford Brothers sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 749 shares — an estimated $319K sold.

Burford Brothers first reported a position in SPGI in Q4 2023 and held it in 10 quarters. The position peaked at $419K in Q2 2025. 2,020 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Burford Brothers reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Burford Brothers sold 749 S&P Global shares in Q2 2026, an estimated $319K.
  • Burford Brothers first reported a position in S&P Global in Q4 2023 and held it in 10 quarters.
  • Burford Brothers's S&P Global position peaked at $419K in Q2 2025.
  • 2,020 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.